CCM
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Cambridge Capital Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

Cambridge Capital Management’s Portfolio IWD Stock Details IWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.75M Sell
7,236
-57
-0.8% -$13.3K 0.67% 18
2026
Q1 		$1.56M Hold
7,293
– – 0.67% 18
2025
Q4 		$1.53M Buy
7,293
+4
+0.1% +$826 0.69% 18
2025
Q3 		$1.48M Buy
7,289
+11
+0.2% +$2.19K 0.71% 19
2025
Q2 		$1.41M Buy
7,278
+18
+0.2% +$3.33K 0.76% 20
2025
Q1 		$1.37M Sell
7,260
-73
-1% -$13.9K 0.86% 18
2024
Q4 		$1.36M Sell
7,333
-232
-3% -$44.5K 0.87% 19
2024
Q3 		$1.44M Buy
7,565
+9
+0.1% +$1.64K 0.94% 18
2024
Q2 		$1.32M Sell
7,556
-135
-2% -$23.6K 0.98% 20
2024
Q1 		$1.38M Sell
7,691
-91
-1% -$15.4K 1.08% 18
2023
Q4 		$1.29M Buy
+7,782
New +$1.2M 1.09% 18

Other funds holding IWD

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

Cambridge Capital Management's IWD Position: Q2 2026 in Review

Cambridge Capital Management reduced its iShares Russell 1000 Value ETF (IWD) stake by 0.78% in Q2 2026, selling an estimated $13.3K and leaving 7,236 shares worth $1.75M. The position accounts for 0.67% of the portfolio, ranked #18.

Cambridge Capital Management first reported a position in IWD in Q4 2023 and has held it in 11 quarters since. 1,000 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Cambridge Capital Management held 7,236 shares of iShares Russell 1000 Value ETF worth $1.75M as of Q2 2026.
  • Cambridge Capital Management sold 57 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $13.3K.
  • iShares Russell 1000 Value ETF made up 0.67% of Cambridge Capital Management's portfolio in Q2 2026, its #18 holding.
  • Cambridge Capital Management first reported a position in iShares Russell 1000 Value ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,000 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Cambridge Capital Management's 13F filing for Q2 2026, filed 30 Jul 2026.